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Compare HSBC Medium to Long Duration Fund vs UTI Medium to Long Duration Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Moderate | Moderate |
Rating | 2.0 | 4.0 |
Min SIP Amount | ₹1000 | ₹500 |
Expense Ratio | 1.9 | 1.61 |
NAV | ₹42.09 | ₹73.30 |
Fund Started | 14 Nov 2002 | 04 May 1998 |
Fund Size | ₹49.98 Cr | ₹329.09 Cr |
Exit Load | - | - |
Risk
Moderate
Moderate
Rating
2.0
4.0
Min SIP Amount
₹1000
₹500
Expense Ratio
1.9
1.61
NAV
₹42.09
₹73.30
Fund Started
14 Nov 2002
04 May 1998
Fund Size
₹49.98 Cr
₹329.09 Cr
Exit Load
-
-
Returns
1 Year | 9.46% | 10.20% |
3 Year | 7.01% | 7.63% |
5 Year | 4.68% | 8.60% |
1 Year
9.46%
10.20%
3 Year
7.01%
7.63%
5 Year
4.68%
8.60%
Holding Analysis
Equity | 0.00% | 0.00% |
Cash | 3.38% | 3.04% |
Equity
0.00%
0.00%
Cash
3.38%
3.04%
Top Holdings
Top 10 Holdings | - | - |
Top 10 Holdings
-
-
Fund Manager
Name | Kapil Punjabi | Sunil Madhukar Patil |
Start Date | 15 Mar 2022 | 12 Dec 2022 |
Name
Kapil Punjabi
Sunil Madhukar Patil
Start Date
15 Mar 2022
12 Dec 2022
About Fund
Description | The scheme seeks to generate regular income through a diversified portfolio of fixed income securities such that the Macaulay duration of the portfolio is between 4 years to 7 years. | The scheme seeks to generate optimal returns with adequate liquidity by investing in debt and money market instruments such that the Macaulay duration of the portfolio is between 4 years and 7 years. |
Launch Date | 14 Nov 2002 | 04 May 1998 |
Description
The scheme seeks to generate regular income through a diversified portfolio of fixed income securities such that the Macaulay duration of the portfolio is between 4 years to 7 years.
The scheme seeks to generate optimal returns with adequate liquidity by investing in debt and money market instruments such that the Macaulay duration of the portfolio is between 4 years and 7 years.
Launch Date
14 Nov 2002
04 May 1998